SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,088,377 | -2.8% | 598,601 | +2.3% | 1.66% | +0.7% |
| Q2 2023 | $22,725,245 | +5.7% | 585,099 | +2.7% | 1.65% | +1.3% |
| Q1 2023 | $21,509,713 | +107967.3% | 569,492 | +5.8% | 1.63% | +5.1% |
| Q4 2022 | $19,904 | -99.9% | 538,394 | +22.4% | 1.55% | +24.9% |
| Q3 2022 | $14,982,000 | -4.6% | 439,858 | +0.8% | 1.24% | +2.6% |
| Q2 2022 | $15,702,000 | -14.3% | 436,415 | +0.2% | 1.21% | -2.0% |
| Q1 2022 | $18,324,000 | -14.0% | 435,562 | -8.7% | 1.24% | -9.5% |
| Q4 2021 | $21,309,000 | +14.9% | 476,822 | +9.6% | 1.36% | +5.8% |
| Q3 2021 | $18,542,000 | -3.4% | 435,251 | -0.4% | 1.29% | -3.6% |
| Q2 2021 | $19,203,000 | -7.1% | 437,028 | -10.7% | 1.34% | -13.8% |
| Q1 2021 | $20,681,000 | +9.2% | 489,280 | -7.5% | 1.55% | +2.8% |
| Q4 2020 | $18,936,000 | +69.2% | 528,961 | +29.4% | 1.51% | +52.2% |
| Q3 2020 | $11,190,000 | +47.5% | 408,715 | +43.1% | 0.99% | +38.0% |
| Q2 2020 | $7,587,000 | – | 285,577 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |